Jackson Wealth Management’s Atmos Energy ATO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-11,193
| Closed | -$1.12M | – | 125 |
|
|
2020
Q2 | $1.12M | Buy |
11,193
+2,777
| +33% | +$277K | 0.2% | 94 |
|
|
2020
Q1 | $810K | Buy |
8,416
+910
| +12% | +$87.6K | 0.17% | 83 |
|
|
2019
Q4 | $880K | Buy |
7,506
+327
| +5% | +$38.3K | 0.15% | 114 |
|
|
2019
Q3 | $800K | Buy |
+7,179
| New | +$800K | 0.17% | 100 |
|
|
2015
Q4 | – | Sell |
-2,746
| Closed | -$160K | – | 69 |
|
|
2015
Q3 | $160K | Buy |
+2,746
| New | +$160K | 0.06% | 99 |
|
|
2015
Q1 | – | Sell |
-3,704
| Closed | -$206K | – | 117 |
|
|
2014
Q4 | $206K | Buy |
+3,704
| New | +$206K | 0.07% | 112 |
|